Long Pond Capital as of Dec. 31, 2017
Portfolio Holdings for Long Pond Capital
Long Pond Capital holds 27 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| D.R. Horton (DHI) | 18.3 | $645M | 13M | 51.07 | |
| Taubman Centers | 7.6 | $269M | 4.1M | 65.43 | |
| SL Green Realty | 7.5 | $265M | 2.6M | 100.93 | |
| Apartment Investment and Management | 7.5 | $264M | 6.0M | 43.71 | |
| Paramount Group Inc reit (PGRE) | 6.7 | $237M | 15M | 15.85 | |
| Hyatt Hotels Corporation (H) | 6.3 | $223M | 3.0M | 73.54 | |
| LaSalle Hotel Properties | 4.6 | $162M | 5.8M | 28.07 | |
| Macerich Company (MAC) | 4.1 | $145M | 2.2M | 65.68 | |
| Vareit, Inc reits | 3.9 | $138M | 18M | 7.79 | |
| Spirit Realty reit | 3.6 | $128M | 15M | 8.58 | |
| Madison Square Garden Cl A (MSGS) | 3.6 | $126M | 599k | 210.85 | |
| Jbg Smith Properties (JBGS) | 3.3 | $116M | 3.3M | 34.73 | |
| Retail Properties Of America | 3.0 | $105M | 7.8M | 13.44 | |
| Vornado Realty Trust (VNO) | 2.9 | $103M | 1.3M | 78.18 | |
| Caesars Entertainment | 2.5 | $89M | 7.0M | 12.65 | |
| Brixmor Prty (BRX) | 2.4 | $85M | 4.6M | 18.66 | |
| Wells Fargo & Company (WFC) | 2.4 | $85M | 1.4M | 60.67 | |
| Equity Residential (EQR) | 2.2 | $77M | 1.2M | 63.77 | |
| Forestar Group (FOR) | 2.1 | $74M | 3.4M | 22.00 | |
| Quality Care Properties | 1.5 | $54M | 3.9M | 13.81 | |
| New York Reit | 1.4 | $51M | 13M | 3.93 | |
| AvalonBay Communities (AVB) | 0.7 | $25M | 143k | 178.41 | |
| Brookdale Senior Living (BKD) | 0.7 | $23M | 2.4M | 9.70 | |
| Ddr Corp | 0.6 | $20M | 2.2M | 8.96 | |
| Newmark Group (NMRK) | 0.5 | $16M | 1.0M | 15.90 | |
| Five Point Holdings (FPH) | 0.2 | $6.8M | 484k | 14.10 | |
| Lennar Corporation (LEN) | 0.1 | $2.1M | 34k | 63.23 |
